Financial Planning Built for Your Dreams

Tailored retirement planning and investment strategies so you can retire confidently and live life on your terms.

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Build a Clear Financial Plan

Create Reliable Retirement Income

Retire with Confidence & Live Your Dreams

Retirement Planning That Makes Sense

Retirement planning can feel complex—but it doesn’t have to be. Our team of experienced Phoenix financial advisors will help take the guesswork out of the equation. We’ll turn your retirement dreams into a financial plan you can rely on—so you can enjoy the life you’ve worked hard to achieve.

‍‍We’re proud to serve individuals and families throughout Scottsdale, Phoenix, and beyond, providing trusted financial guidance every step of the way.

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For Individuals
For Business Owners

Personalized Retirement & Financial Planning Guidance

At Bayntree Wealth Advisors, we’re more than a Scottsdale financial planning firm — we’re your partners in building the retirement you’ve always dreamed of.

We build lifelong relationships rooted in trust, transparency, and real results. Our team takes the time to truly get to know you, understand your goals, and develop a personalized retirement strategy designed to support you for the long haul.

Minimize Your Taxes*

We'll help minimize your taxes so you can maximize you hard-earned retirement savings.

Prepare for Healthcare

We'll work with you to create a plan that addresses future healthcare expenses and costs.

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Evolve With Life's Changes

We'll build a plan that's flexible and dynamic to evolve with your life —and whatever comes with it.

Leave a Legacy of Financial Security

We'll help you create a plan to take care of your loved ones when you're gone.

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480.494.2750
Financial Planning Retirement Services

With Bayntree, You Can Retire With Confidence

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Income Planning

Get an income plan designed to provide you with financial security and meet your income goals for retirement.

Investment Management

Build a customized investment strategy to achieve long-term financial goals that keep you focused and on track.

Tax Strategies

Understand the value of a financial plan crafted with tax planning in mind to help minimize your taxes and maximize your savings.

Risk Management

Protect your assets with strategies that help safeguard against rising healthcare costs, market volatility, inflation and longevity.

Legacy Planning

Design an estate plan to provide for your loved ones, minimize taxes and expenses, and carry out your wishes.

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Future-Proof Your Retirement

Smart Financial Planning Starts Here

Dream

Schedule a call with a Bayntree financial advisor.

Plan

We’ll build a plan that supports
your financial goals.

Retire

Enjoy the retirement
of your dreams.

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Master Your Retirement
With These Essential Resources

Get Your Free Retirement Assessment

Our FREE 3-step process is tailored to help you turn your retirement plans into reality.

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Download Our Retirement Readiness Checklist

Are your ready for retirement? Our checklist will help you ensure you're on the right track.

Get Your Free Checklist

Your Dream Retirement Starts
With an Exceptional Financial Plan

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Feel Empowered to Make Informed Decisions as You Plan for Retirement
Feel Excited About the Life You're Building and the Road Ahead
Feel at Peace That You've Planned for Your Future
Feel Freedom In Knowing You Have a Dynamic Financial Strategy

Imagine Living the Retirement
of Your Dreams

Think of what you could do. Start planning for that life today.

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480.494.2750
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